Farm and Field Options (Non AGY)

New Farm/Field Options – AGRIS 10.1.1 and Higher

Overview:

For Non AgroGuide customers the Farm/Field project added the functionality to setup Farm/Fields on the Name and Address record. If AgroGuide is initialized the user should set up the Farm/Field in AgroGuide and the system can then be synced with Name and Address.
The Farm/Fields will now be available in the commodity system.

Getting Started:

New Setup Option has been added in Name and Address General Setup for Farm/Field.
Navigation: NAM – Setup Information – General Information

Two new security options:
Navigation: Customize – System Security – Edit Security
NAM - General Options – Ability to Import Farm/Field Info
NAM – View/Edit Name – Farm / Field – Controls both Name and Address Farm/Field setup and the ability to setup on the fly in Ticket Entry

GRN

GRN>Setup Information>Transportation Modes>Select Truck>Hit Next>Change Farm/Field to a 1 allowing the field to be displayed and entry optional. Repeat for any other transportation modes you wish to use Farm/Field on.

oneWeigh
ONE > Setup Information > Workstation Information > General Tab > Ticket Remark Fields>use the drop downs for the remarks to select Farm/Field,
Now to Required button > Set the Farm/Field to be optional or required on Inbound tickets, or if you setup the requirement on the truck in GRAIN setup, use the processing options 3 to check-mark "use transportation mode required fields".

Process Change:

Name and Address:

1. Name and Address Maintenance

Navigation: NAM – Name and Address – Name and Address Maintenance

• Select: Allows user to Edit Customer Farm/Field Information

Each farm/field will has the ability to be associated with one of the 99 Ticket Split Groups or one of the 9 Settlement Split Groups already available in the Name and Address system.
An Active or Inactive Status is also included. If Farm/Field is Inactive it will not be available to select on a transaction.

• Insert: Allows user to enter a new Farm/Field - *same information as above with Select

• Delete: Allows user to Delete a Farm/Field - *will not allow to Delete if used on a transaction

• Print: Ability to Print Farm/Field Information for this customer

Open

1. The following other Name and Address features have been updated:

• Change Name Id module to support farm/field tables

• Combine Name Id module to support farm/field tables

• Delete Name Id module to support farm/field tables

• Purge Name Id module to support farm/field tables

• Search Grid: One search grid that includes Farm Code, Field Code, Farm Name, Field Name. Selecting an item in the list will select both the farm and the field. User's preferences govern whether they type the farm name or the field name, by default, to do the auto-complete keystroke-by-keystroke selection.

• Note: Will not have ability to combine Farm / Field will just have to change the ones that are incorrect

1. Ability to maintain farm and field in Name/ Address with sync to AgroGuide

A new AgroGuide Sync process has been added to the Name and Address Maintenance Farm/Field
Navigation: NAM > Name and Address Maintenance > View/Edit Name ID > Farm/Field

The Sync To AGY will be done on each Name ID. The Ticket/Settlement Splits will need to be added in the Name and Address, after the Sync to AGY.



DTR
NAM – DTR updated to include Farm/Field Setup.
Navigation: DTR – Setup Site Transfer – Name/Address System

Commodity
The following areas of GRN have been updated to include Farm/Field for Inbound commodity transactions:

1. Ability to choose Farm/Field at Ticket Entry

Navigation: GRN > Shipments > Ticket Entry


When selecting a Farm/Field with a Ticket Split that ticket split will be applied.

1. Ability to choose Farm/Field Cross Country Ticket Entry

Navigation: GRN > Shipments > Cross Country Ticket Entry
Same pop up to select Farm/Field as in Ticket Entry.
Ticket Splits apply in Cross Country Ticket Entry like they do inTicket Entry.

1. Farm/Field will be displayed in the following Ticket Inquiries:

   • View Ticket

   • Edit Ticket

   • Weight/Grade Certificates

   • Actual Freight Information

   • Edit Multiple Tickets

   • Customer Summary

Example: Customer Summary

1. Farm/Field has been added to the following Filter Screens:

   • Ticket search

   • Apply From Hold

   • Produce A Delivery Sheet

   • Create Settlement

   • Average Grades

   • Edit Multiple Tickets

   • Customer Summary

Open

1. Farm / Field is available on the Ticket Grid

1. Ability to Edit Producer – Farm\Field

A warning is provided if the ticket has been split and the new farm/field split group does not match the ticket split group originally selected. It does not update the split applications when the split group is changed. It just gives a warning.
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The Farm/Field cannot be changed in the following scenario:

• When Delivery sheet applications are combined based on farm/field

  • If combined on a delivery sheet with other tickets of the same farm/field – cannot change on the ticket

  • To avoid this, you would need to use one-ticket-per-delivery-sheet-application in order to change it after the delivery sheet was created

1. Apply From Hold

Navigation: GRN > Shipments > Apply Tickets from Hold > Group All Tickets Together
Tickets with different split groups cannot be grouped together when Applying from Hold.
Example: Ticket 70 is split group 1 and 71 is split group 2

1. Delivery Sheets

• Delivery sheet table expanded to include Farm/Field

• Ability to Display Farm\Field in Delivery Sheet Maintenance

Navigation: GR N> Settlement > Delivery Sheet Maintenance > Create/Edit Delivery Sheet

1. Settlements

Navigation: GRN > Settlements > Produce a Settlement
If the producer id on the first ticket of the settlement is the same as the settlement id, the settlement will be split using the settlement split group on the farm/field of that first ticket.
Reports / Forms

1. The following changes have been made for Ticket and Delivery Sheet reports:

   1. Ability to Filter by Farm/Field

   2. Ability to Subtotal / Sort by Farm/Field

   3. Farm/Field Available to Print on Reports

*Note: No standard reports were updated to include Farm/Field

1. Proof of Yield Report Updated to include Farm/Field Filter and the ability to Sort/Subtotal

Subtotal By:
1 = Farm Allows to subtotal at the Farm level
Example: All of Farm 2, no Field Details

2 = Field Allows to subtotal at the Farm/Field level
Example: Is all of Farm 2, subtotaled by the Field 1 and Home Place


0 = No Farm / Field detail, same as current print prior to Farm/Field improvement

1. Ticket Forms

Farm/Field has been added as an available field on ticket forms.
The Farm/Field has been added to the ticket form xml. No standard forms will be updated to include the farm/field. User will need to add a user defined form to include the farm/field.

1. Delivery Sheet Forms

Farm/Field has been added as an available field on delivery sheet forms.
The Farm/Field has been added to the delivery sheet form xml. No standard forms will be updated to include the farm/field. User will need to add a user defined form to include the farm/field.

1. Settlement Forms

Farm/Field has been added as an available field on settlement forms for each delivery sheet line.
The Farm/Field has been added to the settlement form xml. No standard forms will be updated to include the farm/field. User will need to add a user defined form to include the farm/field.
Imports/Exports

1. A new Import has been added for Farm/Field.

1. A new standard Farm/Field export has been added.

Navigation: NAM > Report Manager > Advanced Reports


Web Services
The following Web Services Messages have been updated to include Farm/Field:

• Ticket Extracts

• Delivery Sheet extracts

• Settlement extracts * delivery sheet detail

A new Name and Address Farm/Field Extract has been added.

DRS
DRS has been updated to include the Farm/Field information with the Name/Address.


~ Documentation Written By: Janet Krumholz 08/16